Restructuring Risk in the Semiconductor and Electronic Components Industries
First written in FY2016. 11 of 14 entries say "Restated". Latest entry: 2026-05-15.
Shinko Shoji moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 21 of 39 companies on the "Worse" side.
21 other companies' latest entry also says "Worsened".
- 2026-05-15WorsenedM&A and Subsidiary Changes
「In addition, industry consolidation by major semiconductor and electronic component distributors in Japan and overseas, aimed at strengthening their ability to respond to changes in this business environment, is accelerating, and we recognize that the competitive environment will become even more intense.」
The Company's risk assessment of industry consolidation among semiconductor and electronic component distributors was strengthened from an expectation that the trend would continue to recognition that it is accelerating and competition will intensify further. - FY2025RestatedAnnual report
「As industry restructuring among semiconductor manufacturers and semiconductor trading companies continues, we will continue developing new suppliers and seek to enhance corporate value.」
The company reiterates its view that industry restructuring among semiconductor manufacturers and trading companies will continue and states that it will develop new suppliers in response. - FY2021-Q3RestatedAnnual report
「Restructuring in the semiconductor and electronic components industry is expected to continue,」
The company reiterates its outlook that restructuring in the semiconductor and electronic components industry will continue. - FY2021-Q1RestatedAnnual report
「Restructuring among semiconductor and electronic components trading companies is expected to continue.」
The company reiterates its outlook that restructuring among semiconductor and electronic components trading companies will continue. - FY2020WorsenedAnnual report
「As globalization advances, route-based sales conducted under traditional Japanese distribution-channel and commercial-rights practices are not necessarily achieving stable growth. Amid an increasingly competitive business environment resulting from the integration and restructuring of semiconductor manufacturers worldwide, we will respond appropriately to restructuring among semiconductor trading companies.」
The company highlights the difficulty of achieving stable growth in route-based sales and intensifying competition resulting from the integration and restructuring of semiconductor manufacturers, identifying responses to restructuring among semiconductor trading companies as an issue. - FY2020-Q3RestatedAnnual report
「Restructuring among semiconductor and electronic components trading companies is expected to continue,」
The company reiterates its outlook that restructuring among semiconductor and electronic components trading companies will continue. - FY2020-Q2RestatedAnnual report
「Restructuring among semiconductor and electronic components trading companies is expected to continue,」
The company reiterates its outlook that restructuring among semiconductor and electronic components trading companies will continue, identifying it as a risk in the industry environment. - FY2020-Q1RestatedAnnual report
「That concludes our explanation of the financial position and business performance for the first quarter under review, but restructuring among semiconductor and electronic components trading companies is expected to continue amid the slowdown in the global economy.」
The company reiterates its outlook that restructuring among semiconductor and electronic components trading companies will advance even amid a slowdown in the global economy. - FY2019RestatedAnnual report
「Amid intensifying international competition, semiconductor and electronic components manufacturers and trading companies are addressing various issues, and various industry trends and restructuring activity are expected.」
The company reiterates the risk of intensifying international competition and restructuring in the semiconductor and electronic components industry. - FY2019-Q2RestatedAnnual report
「Restructuring among semiconductor and electronic components trading companies is expected to continue.」
The company continues to state, as it did in the previous quarter, that restructuring among semiconductor and electronic components trading companies will continue. - FY2019-Q1RestatedAnnual report
「Restructuring among semiconductor and electronic components trading companies is expected to continue.」
The company reiterates its outlook that restructuring among semiconductor and electronic components trading companies will continue, identifying it as a risk in the industry environment. - FY2018RestatedAnnual report
「Amid intensifying international competition, semiconductor and electronic components manufacturers and trading companies are addressing various issues, and various industry trends and restructuring activity are expected.」
The company continues to describe the intensification of international competition and restructuring in the semiconductor and electronic components industry as factors that may affect business performance. - FY2017RestatedAnnual report
「Going forward, taking into account developments among semiconductor manufacturers amid intensifying international competition, as well as the impact on our business performance of further consolidation of distribution channels, changes in products manufactured as a result of structural reforms, a review of the trading company's functions and restructuring in the semiconductor industry,」
The company continues to indicate that restructuring in the semiconductor and electronic components industry may affect business performance. - FY2016First statedAnnual report
「Amid intensifying international competition, semiconductor and electronic components manufacturers and trading companies are addressing various issues, and various industry trends and restructuring activity are expected. Future developments may affect the Group's business performance.」
The company discloses the intensification of international competition and industry restructuring as risks that may affect business performance.